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Customer Service Administrative Manager

Location:
Draper, UT
Salary:
60,000
Posted:
May 30, 2023

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Resume:

Tawnya Laveder

801-***-****

**********@*****.***

PROFESSIONAL SUMMARY

Effective Administrator with strong communication and problem-solving skills.

Provides excellent Customer Service.

Agency Relations

Over 35 years providing Customer Service

35 Years in the Insurance Industry

Possess ability to keep multiple projects/tasks functioning simultaneously.

Participation/oversight for entire OCIP Administration process.

More than 10 years working as an OCIP/Wrap Up Department Administrator and Program Manager on major construction projects for top tier Brokers.

Experience with Multi-Line Insurance Coverages

Worked Closely with Insurance Companies Audit Department when closing OCIP Programs.

Project scope includes Governmental, Heavy Civil, Transit, Corporate Campuses, Multifamily, Shipyard and other significant projects with complex insurance program needs.

Current Utah Property & Casualty Producer License, #674842

Ability to work in a team atmosphere.

Professionalism in communication and conduct.

Strong computer literacy and knowledge of Microsoft Office Suite, Word, Outlook, Excel and other business-related software.

PROFESSIONAL EXPERIENCE

WCF Insurance: 100 W Towne Ridge Parkway Sandy, UT 84070

2018 – Present

Marketing Products Specialist

My current position provides administrative support to the Marketing Department Staff and oversees Univantage Insurance Solutions.

•Assistant to Senior Vice President of Marketing and Customer Relations

•Manages and performs administrative duties for Univantage Insurance Solutions.

•Prepares reports, mailings, and contracts for Univantage Insurance Solutions.

•Prepares and files licenses for Univantage Insurance Solutions.

•Issues policies and maintains document retrieval for EPLI, Occupational Accident, Group Occupational Accident and Cyber Liability policies.

•Maintained compliance for EPLI, Occupational Accident, Group Occupational Accident and Cyber Liability Policies.

•Daily Communication and Agency Relations with Agents, providing Customer Service, Providing Quotes, Answering Multiple Questions and Verifying Coverage.

•Communication with Carriers requesting Quotes outside of our limits, Endorsements and requesting loss runs.

•Provide Cyber Liability and EPLI Quotes for Agents

•Collects information and prepares reports and presentations for SVP, Marketing.

•Works directly with finance to prepare monthly departments reports and yearly budget packet.

WCF Insurance WCF Insurance: 100 W Towne Ridge Parkway Sandy, UT 84070

2023 to Present.

Executive Assistant

Assistant to SVP of Sales and Distribution

Assistant to SVP of Small Business

Arrange Meeting for the Sales and Distribution Team

Consolidated Expense Reports

Aon Risk Services: 299 South Main, SLC, UT 84111 2015 – 2018

OCIP Account Specialist II

Remote OCIP/CCIP Administrator support for major construction projects working on behalf of the San Francisco office.

Design the Insurance Manual that formed part of the Contractors Contract.

Provided Monthly and Weekly Reports for the Client and General Contractor.

Trained General Contractors and Sub Contractors of the Insurance requirements, safety guidelines and documentation requirements when new Projects started.

Advised my Service Team of new projects and the requirements that needed to be meet.

Worked with the IT Service Team to make sure the General Contractors and Sub Contractors Enrollment information was properly entered into our tracking system.

Worked with my Service Team to assure they followed up with the General Contractors and Sub Contractors for items that were still required to be provided.

Worked with IT to assure correct calculations, rates and program information was entered into our tacking system for each client and to correctly entered program specifics.

Communicated with the Client about claim issues.

Responded to the questions and concerns of the Client

Assisted Insurance Agents of the Insurance Requirements that their Client, the General Contractor or Sub Contractor needed to meet under the Contract.

Worked closely with each Producer of the Programs advising them of concerns and new requests of the Client. Also, of concerns with the Project and the Contractors.

Working on several projects I had daily communications with the General Contractors

Assisted Sub Contractors with questions concerning the Insurance Program.

Account Management

Maintained and verified Contractors Insurance Contracts

Worked on new report issuing system with IT to assure data was pulling information correctly based information entered.

Willis of Utah: 6985 Union Park Center # 625, Midvale, UT 84047 2006- 2015

Administrative/Project Manager

Provided Monthly and Weekly Reports for the Client and General Contractor.

Set up new Projects in our tracking system. Assuring the correct Insurance coverages, dates of the Projects and correct Certificate of Insurance Language was entered.

Trained General Contractors and Sub Contractors of the Insurance requirements, safety guidelines and documentation requirements when new Projects started.

Entered Enrollment information into our tracking system.

Followed up with the General Contractors and Sub Contractors for items that were still required to be provided.

Communicated with the Client concerning claim issues.

Trained new Employees

Responded to questions and concerns of the Client

Worked closely with each Producer of the Programs and advising them of concerns and new requests of the Client. Also, of concerns with the Project and the Contractors.

Working on several projects I had daily communications with the General Contractors and Sub Contractors.

Assisted Sub Contractors with questions concerning the “what” was the Insurance Program.

Assisted Insurance Agents of the Insurance Requirements that their Client, the General Contractor or Sub Contractor needed to meet under the Contract.

Performed Project Closeouts determining Contractors final Contract Deduct by: Calculating the Contractors Class Codes, Class Rates, Experience Modes, provided from their Workers Compensation and General Liability Policies with the final Payrolls and

Contract Value.

Determined Insurance premiums with the Contractors Rate Pages provided from their Workers Compensation and General Liability Policies.

Mathematical Skills. On a Monthly or Yearly basis calculated the Contractors Payroll and/or Contract Value to determine an insurance cost.

Account Management

Served on the Team, testing a new policy, endorsement, invoice, payment and report software program for our tracking system.

Swett & Crawford: 6510 Millrock Dr # 435, Salt Lake City, UT 84121 1997 - 2006

Administrative Manager

Managed the day to day activities of the office.

Assistant to VP, Branch Manager

Managed several employees in the Brokerage and Underwriting Departments.

Oversight for the issuance of Policies, Proposals and Quotes for Property & Casualty, Commercial Auto, Long-Haul Transportation and Business Owners Policies.

Employee training for new Software and Procedures.

Worked closely with corporate offices to ensure Human Resource procedures were in accordance with State and Federal requirements.

Maintain Brokers Licenses and Requirements. Made sure all Brokers Licenses were current along with required education.

Filed Surplus Lines Taxes for the following States: Utah, Nevada and Arizona.

Maintain Office Server and performed daily backups.

Trouble shoot problems with employee’s computers.

Maintain and Program the office Telephone System.

Planned Office Functions.

Performed Employee Yearly Reviews.

Purchase of Office Supplies.

Working with Employees to comply with workplace guidelines and procedures.

Guarantee National Insurance: 1245 East Brickyard Road, SLS, Utah 1985-1997

Underwriter- Auto and Lite Trucks

Assisted Agents with Underwriting question.

Rated Auto and Lite Truck for Agents

Worked with Insureds with Billing questions.

Issued Auto Policies, Lite Truck Policies and Endorsements using Company Software

Rated Endorsements to determine additional premium.

Customer Service.



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